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PODCAST

The Weekly Briefing from Capital Economics

Capital Economics

Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what"s happening in the global economy and markets. From the Fed"s next decision to China"s slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.

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All Episodes

30:49

US-China talks, LatAm’s crime surge and central bank...

The Weekly Briefing from Capital Economics ·

2025/09/19

There’s plenty of talk about a possible settlement in US-China relations, but Group Chief Economist Neil Shearing urges caution. Ahead of a call between Donald Trump and Xi Jinping, he spoke with David Wilder about how a deal might be struck – and why it would fall short of easing the deeper tensions driving the fracturing of the global economy.Also on the show, with crime rising in Latin American countries once seen as relatively safe, Chief Emerging Markets Economist William Jackson

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29:40

US economy pre-Fed health check | Oil prices vs...

The Weekly Briefing from Capital Economics ·

2025/09/12

The Fed meets this coming week to decide how much monetary relief the US economy really needs. Group Chief Economist Neil Shearing says that, employment data aside, the evidence argues for fewer rate cuts than markets are pricing in. He talks to David Wilder about the health of the economy, whether the surge in AI investment is making a difference, and previews the Bank of England meeting, where the pace of quantitative tightening may be slowed by a still-febrile bond market. Also on the

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29:08

US jobs hit, France’s budget gridlock and China's...

The Weekly Briefing from Capital Economics ·

2025/09/05

Group Chief Economist Neil Shearing tackles that weak US August Employment report, previews the coming week’s inflation data, talks about what’s been happening in the bond market and explains just what recent get-togethers in China signal about a new world order.Also on the show, ahead of a crunch vote for France’s government, Chief Europe Economist Andrew Kenningham talks about why the French political establishment is struggling to break out of its fiscal logjam, and what this all means

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29:03

Neil Shearing on The Fractured Age: How the Return of...

The Weekly Briefing from Capital Economics ·

2025/08/28

What tensions will yet erupt as the US–China economic relationship unravels? What will the global economy look like in 2040? And what should business and government leaders be doing now to adapt to an era of economic fracturing?The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy is published on 28 August. In this special episode, author and Group Chief Economist Neil Shearing joins David Wilder to unpack the book’s key lessons and to show how today’s headlines

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27:30

A Chinese consumption breakthrough? | The global jobs...

The Weekly Briefing from Capital Economics ·

2025/08/22

China’s government is making louder noises about boosting consumption, a shift that’s critical not just for rebalancing its investment-heavy economy, but also for easing global imbalances. But are these signals part of a real policy pivot? China Economist Leah Fahy talks to David Wilder about the latest in China’s rebalancing story and what it means for the trajectory of its economic growth. Also in this episode: July’s US jobs report was a shock, but it’s part of a wider slowdown across

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41:38

China's struggles, Bessent's overreach, Wall Street's...

The Weekly Briefing from Capital Economics ·

2025/08/15

Group Chief Economist Neil Shearing tackles the week’s biggest macro and market questions, including: what could Beijing do after more weak China data? Why tariffs aren’t showing up more in the US economy? How much have the latest inflation reports shifted the Fed’s rate-cut debate – and should the Treasury Secretary be taking shots at central banks?Also: Chief Markets Economist John Higgins on why we’ve lifted our S&P 500 forecasts, the limits of valuation metrics, and the risks

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26:01

BoE division, data confusion, looming US CPI | Taking...

The Weekly Briefing from Capital Economics ·

2025/08/08

After an extraordinarily divisive Bank of England policy meeting, Group Chief Economist Neil Shearing explores why it’s become so difficult to get a clear read on the UK economy. Part of the problem lies with the data – an issue now making headlines in the US following Donald Trump’s dismissal of the Bureau of Labor Statistics commissioner. Neil explains what this means for the credibility of official data and what to watch for in the upcoming BLS inflation release, which could prove

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26:08

That big payrolls miss and the US outlook plus AI's...

The Weekly Briefing from Capital Economics ·

2025/08/01

Does July's grim US jobs report vindicate the Fed's dissenters who pushed for rate cuts this week? Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann unpack what the latest data reveal about the health of the US economy, the Fed’s strategy and how markets are reacting. Plus, with AI's global rollout pointing to formidable energy demands, Climate and Commodities Economist Olivia Cross explains where the supply will come from.Analysis and

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30:10

How the global economy is fracturing under Trump

The Weekly Briefing from Capital Economics ·

2025/07/24

Donald Trump and his trade war are symptoms, not causes, of a deeper shift in the global economic order. The world has fractured into rival blocs, with the US and China emerging as the poles of competing systems, vying for resources, technological dominance and geopolitical influence. Now, with Trump back in office, long-held assumptions about American leadership are once again in question. What does his return mean for the trajectory of this fracturing, and how has the balance of risks

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28:23

What if Trump fires Powell? | Global inflation...

The Weekly Briefing from Capital Economics ·

2025/07/18

Group Chief Economist Neil Shearing sifts through a deluge of DM inflation data to highlight where tariff effects are coming through, where price pressures look too hot and which central banks are best positioned to press on with policy easing. He also talks to David Wilder about what China’s manufacturing overdrive is doing to the global inflation picture.Also on the show, how serious is Donald Trump about forcing out Jerome Powell? Deputy Chief North America Economist Stephen Brown talks

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33:56

'Tariff Man' returns, US-China diverging price risks...

The Weekly Briefing from Capital Economics ·

2025/07/11

Tariffs stormed back into the headlines this week as the pause on ‘Liberation Day’ levies expired with a flurry of warnings about steep rate hikes unless deals are struck by 1st August. Group Chief Economist Neil Shearing unpacks the implications, while Head of China Economics Julian Evans-Pritchard provides the view from Beijing. They also explore with David Wilder why inflation is a risk in the US but deflation looms in China, and what policymakers are (and aren’t) doing to fix it.Also on

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31:36

Tariffs deadline looms, Trump’s inflammatory tax bill...

The Weekly Briefing from Capital Economics ·

2025/07/04

On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing joins David Wilder to unpack the key developments in global macro and markets, including:What to expect as the ‘Liberation Day’ tariff pause approaches expiryWhether the US and EU can strike a trade deal in timeWhy China is central to the US–Vietnam trade agreementWhat’s really troubling about the passage of Trump’s “big, beautiful” tax billWhat moves in gilt and sterling markets this

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32:53

The global economy's fragile underpinnings plus BYD,...

The Weekly Briefing from Capital Economics ·

2025/06/27

A ceasefire in the Middle East. A US-China deal. Relatively benign dataflow. The S&P 500 back at a record high. But are things really looking up? Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to talk to David Wilder about fragilities under the surface of the global economy. He discusses worldwide fiscal risks, why there’s less to see with that US-China deal and those divisions on the FOMC. Also on the show, BYD and DeepSeek may be in the spotlight,

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8:47

Special: A fragile peace takes hold – what next for...

The Weekly Briefing from Capital Economics ·

2025/06/24

After Israel and Iran agreed to stop fighting, Group Chief Economist Neil Shearing and Chief Climate and Commodities Economist David Oxley are on this special episode of the Weekly Briefing to discuss what follows, including why oil prices are set to remain under pressure as the market attention shifts back to fundamentals, and the impact of other notable uncertainties such as the fiscal bill making its way through Congress and the looming expirations of Trump’s tariff pauses.Analysis

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24:58

Risk vs uncertainty in the Middle East, dollar in...

The Weekly Briefing from Capital Economics ·

2025/06/20

What’s going to happen in this Middle East crisis? The fact that no one knows is the key point for investors grappling with an exceptionally fluid situation.In this week’s podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold. He also draws a distinction between risk and uncertainty – a critical distinction that matters when trying to understand the implications of global crises like this one.Jonas

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21:44

Israel-Iran strikes, the Fed’s next steps, US-China...

The Weekly Briefing from Capital Economics ·

2025/06/13

Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains:Why – as things stand – this situation shouldn’t influence the Fed meeting in the coming week; What the latest inflation data signal about how tariffs are working their way through the global economy; Whether a 'shadow' Fed chairman would tackle

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26:10

Are tariffs starting to bite? Plus, the economics of...

The Weekly Briefing from Capital Economics ·

2025/06/06

Group Chief Economist Neil Shearing unpacks the latest data to assess the impact of Donald Trump’s tariffs, including signs that the effects of tariff front-running are now unwinding. He also discusses how businesses are navigating the ongoing uncertainty and why the Bank of England is trailing the ECB in cutting interest rates.Also on the show, Senior Economic Adviser Vicky Redwood explores what NATO’s proposed push to raise defence spending to 5% of GDP could mean for economic growth, and

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23:10

Tariffs on! Tariffs off! Tariffs on! The latest...

The Weekly Briefing from Capital Economics ·

2025/05/30

After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the show to talk about what comes next. In their conversation with David Wilder they touch on:Where tariff rates are likely to end up, even as “reciprocal” tariffs work their way through the courts;How worried the bond market really is about the US fiscal picture;If the US economy is continuing to show resilience in the face of higher

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38:31

Trump’s EU tariff threat, jittery bond markets, UK...

The Weekly Briefing from Capital Economics ·

2025/05/23

Donald Trump jolted markets on Friday with a threat to slap steep tariffs on the EU. Group Chief Economist Neil Shearing jumped back on the podcast to join David Wilder and unpack whether this is classic brinkmanship – or something more serious. In the original recording, Neil also discusses recent bond market moves following the House’s approval of Trump’s “big, beautiful” tax bill, and reflects on the enduring lessons from Liz Truss’ chaotic spell as UK Prime Minister.Also on the

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33:46

Back from the brink – How the global outlook has...

The Weekly Briefing from Capital Economics ·

2025/05/16

Things are looking up after the US and China de-escalated their trade war, but is the global economy off the hook? In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing tells David Wilder why the tariff situation is looking brighter, but also identifies the key flashpoints to watch in the coming weeks. John Higgins, our Chief Markets Economist, is also on the show to talk about the financial markets angle to this turnaround in global

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188 results

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